Individual

News & Insights

We enjoy sharing our knowledge and new subjects related to tax and business

Oct 25

[Individual] 2024 Year-End Tax Planning: Key Strategies and Updates

As we approach the end of 2024, it's time to consider year-end tax planning strategies. While this year hasn't seen significant new tax...

Oct 24

Preparing for 2025 Energy Tax Credit Changes: Taxpayers

The Internal Revenue Service (IRS) will release Revenue Procedure 2024-31 on November 12, 2024, introducing significant changes to tax...

Aug 1

Federal Incentives for Electric Cars in 2024: Quick Guide

Federal Incentives for Electric Cars in 2024: Quick Guide Electric vehicles (EVs) are becoming increasingly popular, and the federal...

Aug 1

Preparing for a Consultation with Your Advisor: A Guide to Maximizing Outcomes

Meeting with your tax advisor is a valuable opportunity to ensure your financial strategies are on track and to uncover new ways to...

Jan 3

Individual Tax Season Checklist for 2024:

As the tax season approaches, it's time to get organized. Here is a list of documents you should start pulling out for your CPA or tax...